See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $34,284 |
SAGEPOINT FINANCIAL INC1 year Filed as: RESOURCE INVESTMENT ADVISORS INC Service code 27 · EIN 43-1451524 | Advisory (Plan) | $22,500 |
INDEPENDENT FINANCIAL PARTNERS5+ years Service code 27 · EIN 59-3331424 | Advisory (Plan) | $7,500 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,542 | $73,404+9.7% | $87,100-7.5% | $67,579+19.2% |
| Participation rate | 86.5% | 80.9%+5.7pp | 76.9%+9.7pp | 71.3%+15.3pp |
| Annual return | 21.65% | 48.29%-26.6pp | 28.19%-6.5pp | 378.56%-356.9pp |
| Employer contribution / active EE | $1,005 | $2,014-50.1% | $2,521-60.1% | $2,148-53.2% |
| Participant deferral / active EE | $4,912 | $3,913+25.5% | $4,049+21.3% | $3,539+38.8% |
| Admin fee / account holder | $189 | $142+33.6% | $7,497-97.5% | $142+32.9% |